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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
176
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$748M +$580M 6 3.26% Increased
177
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$738M -$98.7M 18 0.69% Reduced
178
Rafferty Asset Management
Rafferty Asset Management
New York
$733M -$37.8M 8 1.67% Reduced
179
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$729M +$369M 2 4.19% Increased
180
Boston Partners
Boston Partners
Massachusetts
$717M -$8.94M 10 0.64% Reduced
181
Man Group
Man Group
United Kingdom
$714M +$48.1M 18 1.14% Increased
182
Cerity Partners
Cerity Partners
New York
$703M +$480M 22 0.85% Increased
183
KBC Group
KBC Group
Belgium
$696M -$183M 23 1.5% Reduced
184
Acadian Asset Management
Acadian Asset Management
Massachusetts
$693M -$16.3M 24 0.82% Reduced
185
Lazard Asset Management
Lazard Asset Management
New York
$688M -$12.4M 17 1.04% Reduced
186
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$680M +$24.7M 17 1.83% Increased
187
DnB Asset Management
DnB Asset Management
Norway
$676M +$7.47M 20 1.89% Increased
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$676M +$9.3M 16 2.01% Increased
189
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$675M -$19.2M 10 0.78% Reduced
190
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$665M +$230M 20 1.29% Increased
191
Wasatch Advisors
Wasatch Advisors
Utah
$656M -$306M 3 4.29% Reduced
192
Swiss Life Asset Management
Swiss Life Asset Management
$650M +$38.1M 16 2.45% Increased
193
STRS Ohio
STRS Ohio
Ohio
$648M +$21.3M 24 2.43% Increased
194
US Bancorp
US Bancorp
Minnesota
$644M +$28M 34 0.7% Increased
195
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$638M -$4.42M 5 1.5% Reduced
196
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$635M -$7.31M 10 1.91% Reduced
197
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$633M -$12.8M 16 1.39% Reduced
198
Balyasny Asset Management
Balyasny Asset Management
Illinois
$632M -$145M 24 0.79% Reduced
199
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$631M -$35.7M 21 2.16% Reduced
200
Panagora Asset Management
Panagora Asset Management
Massachusetts
$631M +$75.9M 14 1.93% Increased
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